We have experts in every area of consulting for asset and wealth management, and we’re constantly keeping their skills at the very forefront of industry development.

The Executive Team

Alpha’s Executive Team comprises the two Executive Directors from the Board and the following senior management.

Euan has served as Global Chief Executive Officer of Alpha since 2013. During this period, the business has increased EBITDA almost seven-fold, and he has led the Group through two private equity transitions and a public listing on the London Stock Exchange’s AIM in 2017. Euan was previously Chief Executive Officer of Alpha UK, starting in April 2011, where he established both Alpha’s M&A Integration and Operations & Outsourcing practices. He joined Alpha in 2004 and has over 20 years’ financial services experience, having worked at Merrill Lynch and KPMG, where he qualified as a chartered accountant.

Euan keeps the skills to support and deliver the Group’s strategy up to date through his role as Chief Executive Officer of a global consulting firm operating within the financial services sector. In this role, Euan has to understand and manage the interests of a range of stakeholders, including employees, clients, competitors and investors. Euan maintains a number of strong industry relationships that involve sharing of knowledge and perspectives.

Nina is Alpha’s Global Chief Operating Officer and the Alpha Data Solutions Chief Executive Officer. Nina joined Alpha in 2006 and has over 15 years experience in consulting to the asset management industry.

In October 2016 Nina was appointed as Alpha’s Global COO, overseeing people & talent management, recruitment, delivery excellence, global practices, knowledge management & infrastructure. In April 2019 Nina was also appointed as Alpha Data Solutions CEO with a remit to extend and build Alpha’s product and solution capabilities.

Nick has 15 years of experience consulting in the financial services, and in particular the capital markets sector. Specialising in asset management outsourcing, he has worked with a wide range of clients on advisory and implementation roles covering large scale outsourcing and organisational change initiatives, strategic business studies and market trend analysis.

Neil joined Alpha in April 2011 as a result of the acquisition of Tomtom Consultants. Neil established Tomtom Consultants in 2005 to become the leading consultant to distribution in investment management.

Neil has fifteen years experience working within investment management distribution and has more than eight years consultancy experience. During this time, Neil has assisted with business, operational and technical strategy addressing areas such as service proposition, client relationship management, client communications, marketing automation and web delivery.

John is a chartered accountant with 23 years of corporate finance, banking and audit experience. He joins from HSBC where he was a Director in the UK Mid-Market Advisory team (2007-12), the Corporate Origination team (2012-16) and latterly, the UK Banking team (2016-2018). Over his 11 year tenure he advised on a variety of M&A transactions and led loan financings for UK corporates. Prior to this he spent more than five years at MacArthur & Co. focusing on capital raisings including AIM IPOs. John started his career at KPMG, where he spent nearly seven years, working across financial services audit and risk management with exposure to financial reporting requirements, governance, risk & internal controls and systems’ implementation. He is a member of the Institute of Chartered Accountants of Scotland, graduated LLB (Hons) from the University of Aberdeen and holds an Executive MBA from the University of Bristol & École Nationale des Ponts & Chaussées, France. John joined Alpha in February 2018.

Stuart is the UK Chief Executive Officer at Alpha FMC. Stuart began his career at Accenture, where he specialised in the capital markets sector, leading projects ranging from system implementations to process change initiatives. Stuart then moved to J.P. Morgan, where he ran strategic projects within the credit exotics and hybrids middle office team, before joining Alpha in 2007. Since then, Stuart has worked on a wide variety of asset management projects, including new product development, competitive analysis, rate card reviews and large-scale onboarding programmes.

Stuart holds a First Class honours degree in Computer Science from the University of Sheffield.

Luc is the Chief Executive Officer of Alpha Financial Markets Consulting in mainland Europe. Before joining Alpha, Luc spent 5 years with UBS in Paris and was head of change management. Prior to that, Luc spent 6 years with Solving International, a management consultancy, specialising in asset and wealth management in Europe.

Joe is the Chief Executive Officer of Alpha FMC in the US. Prior to joining Alpha Joe held operations and technology leadership roles at Nuveen Investments and BNY Mellon Asset Management. Joe has also held executive management positions at several service provider and consulting firms. Joe has worked extensively across the US and Europe, consulting to a range of leading asset managers. He has a breadth of experience across all aspects of the asset management business ranging from major change programs to corporate strategy and operating model definition.

France Directors

Luc is the Chief Executive Officer of Alpha Financial Markets Consulting in mainland Europe. Before joining Alpha, Luc spent 5 years with UBS in Paris and was head of change management. Prior to that, Luc spent 6 years with Solving International, a management consultancy, specialising in asset and wealth management in Europe.

Charles-Antoine is a director at Alpha. Charles joined Alpha in January 2011, prior to which he worked for Solving Efeso, a consulting firm with a dedicated asset management practice. Charles-Antoine has over ten years of experience in asset and wealth management transformation projects, with a particular emphasis on complex operational issues, operating model design and product development. Charles-Antoine holds a BA in History from the Sorbonne, as well as Master’s degree in Political Sciences from Sciences Po Paris.

Vincent is a Director at Alpha France and specialises in advising asset managers and fund industry players. Prior to joining Alpha in 2010, Vincent worked within the financial services practice at PwC Advisory.

Annabelle is a Director at Alpha France and leads the French Wealth Management Practice. She joined the company in March 2017.

Prior to joining Alpha, Annabelle was private banker for HSBC and worked for BNP Paribas Private Bank’s Organisation departments. She has 10 years of experience in consulting.

Annabelle has extensive experience in dealing with complex projects, predominantly in relation to business strategy, product development, front to back operating model design and implementation, M&A and operations effectiveness for Asset and Wealth Management. She also has strong knowledge of regulations.

Annabelle holds a master degree in Finance and did an extra year with a specialization in Wealth Management from ESC Toulouse.

Regions

Luxembourg

Nicolas is a Director of Alpha FMC Luxembourg and specialises in advising fund industry players, banks and law firms. Before joining Alpha, Nicolas was a Senior Manager with KPMG Advisory in Luxembourg where he served various clients over a 7 year period. Prior to that Nicolas spent 6 years in the fund industry as fund accountant and within an asset management company.

Nicolas is a graduate in Business Administration & Economics with a Major in International & General Management from HEC Liège, Belgium.

Miloslav has over 10 years of experience in project management and consulting in the fund industry. He specialises in operations and outsourcing, including operating model reviews, fund migrations and offshoring initiatives. Miloslav has also extensive experience in system selection, implementation and improvement projects.

Singapore

Michael has about twenty years of consulting experience in the Wealth Management sector across Europe and Asia – including experience implementing transformational operating model initiatives and digital strategies. After working at Arthur Andersen and m.a.partners, Michael founded his own consulting boutique, Newtone Associates, which he sold in 2013.

Michael holds a master’s degree in Economics and Information Technologies (HEC Lausanne) and a post-graduate degree in public institutions management (IDEHAP). He is also PMP certified and has participated to several IMD and INSEAD executive programmes.

Paul brings 15 years of management consulting experience, exclusively focused on Financial Services. Prior to joining Alpha, Paul led Greenwich Associate’s APAC business, expanding the footprint into India and the Middle East. Paul started his career at Oliver Wyman, where he spent nine years serving global, regional and local financial institutions across Asia.

Switzerland

Nicolas is the Chief Executive Officer of Alpha Financial Markets Consulting in Switzerland. Prior to joining Alpha, Nicolas worked in Asset and Wealth Management in various positions (i.e. Head of Strategy, COO) for EFG International & Meeschaert Group in Asia, Europe and USA. He has an extensive experience in dealing with complex projects, predominantly in relation to business strategy definition, M&A, business development, front to back operating model design and implementation. He has experience in the incorporation and closing process for asset and wealth managers.

The Netherlands

Bastiaan is the Chief Executive Officer of Alpha Financial Markets Consulting in the Netherlands.

He began his career in 1998 as an IT consultant in financial services. Since 2005 he has held several senior positions within State Street and SGSS, responsible for product development, business development and large due diligence projects.

He has extensive experience in complex front to back models, from a functional and technical perspective, as well as outsourced models.

Bastiaan has a bachelor’s degree in Commercial Economics from the Hogeschool Haarlem.

UK

Stuart is the UK Chief Executive Officer at Alpha FMC. Stuart began his career at Accenture, where he specialised in the capital markets sector, leading projects ranging from system implementations to process change initiatives. Stuart then moved to J.P. Morgan, where he ran strategic projects within the credit exotics and hybrids middle office team, before joining Alpha in 2007. Since then, Stuart has worked on a wide variety of asset management projects, including new product development, competitive analysis, rate card reviews and large-scale onboarding programmes.

Stuart holds a First Class honours degree in Computer Science from the University of Sheffield.

Jon is an Executive Director at Alpha with a long standing track record of large scale project delivery, and deep experience in project management, strategy and proposition development. Jon brings 15+ years’ of consulting experience, 13 years directly within the asset and wealth management industry. Jon has led many industry-changing Merger & Acquisition projects and heads up the Alpha M&A Practice. He has worked for the largest administrators and investment managers and has undertaken a range of roles including proposition development, strategy, systems delivery, process design and business analysis / modelling.

Jon joined Alpha in 2008 after over three years at Accenture. Jon has significant experience running large initiatives across global organisations, liaising, reporting and presenting to the global ‘heads of function’ or above. Jon has a firm understanding of the challenges faced by asset managers in each business line and can debate these at a senior level. Jon is co-head of Alpha’s front office practice and has led many global change initiatives in enterprise architecture at major asset managers.

Mike is an Executive Director at Alpha and Head of CRM & Distribution Technology within our distribution practice.

Since joining Alpha in 2006, Mike has undertaken a wide range of asset management projects including global operating model definitions, 1st & 2nd generation outsourcing deals and product development benchmarking. Since 2010, Mike has specialised within distribution and provided subject matter expertise on a wide range of CRM, digital marketing and web initiatives as well as chairing Alpha’s industry leading investment management distribution Forum.

Before joining Alpha, Mike worked at Accenture in the communications and high tech practice, at PwC within their insurance & investment management practice and was a scholar at Arthur Andersen. Mike also holds a degree in International Management & French from the University of Bath.

Duncan is an Executive Director at Alpha and has over 13 years’ experience consulting to the asset management and wider financial services industry. Prior to joining Alpha Duncan worked within the capital markets practice at Accenture.

Duncan has a broad range of experience across the Investment Management landscape and has worked extensively internationally – including in Continental Europe, Asia and the US. Duncan holds a degree in Business Management from Aston University.

Joe is an Executive Director at Alpha and has over 10 years’ experience consulting to the Asset Management and wider Financial Services industry. Prior to joining Alpha in 2008, Joe worked for Accenture and Barclays Wealth.

Joe has consulted to a range of leading asset managers both in the UK and internationally. He has a depth of experience across both the traditional and alternative sectors with a particular focus on operations and outsourcing including strategic operating model development, provider and vendor review and selection and benchmarking.

Barrie formally joined Alpha in 2016 after spending the previous 8 years working with Alpha as an associate, delivering large-scale, complex change programmes for our clients in the UK and Europe. Prior to this, Barrie spent seven years with EY.

Barrie is a chartered accountant and a graduate of the University of Edinburgh.

Greg has over 10 years experience within the asset management area with emphasis around the front office IT space dealing with both traditional and alternative managers. Before joining Alpha, Greg spent 5 years with Charles River Development and prior to that 4 years with Bluebay Asset Management and JPM Asset Management respectively. Greg holds a degree in economics.

Greg is a Director in the Distribution practice and joined Alpha in 2015 after five years working as an associate delivering large, complex CRM programmes for our clients. He has specialist knowledge and experience of the data model, processes and technologies to match and report on flows and AUM data at client level.

Greg was previously UK Marketing Director for online stockbroker pionee E*TRADE, and is a graduate of the University of Canterbury, New Zealand where he read Business and Japanese.

Olivia has over ten years experience consulting in the financial services sector, starting her career at Accenture and then for over ten years at Alpha, where she leads the FinTech & Innovation practice.

She is passionate about emerging technology and its impact on Asset and Wealth Manager operating models. She has a certificate in FinTech from MIT and leads a number of client forums on innovation.

Olivia has defined and implemented a number of different operating models and solutions covering the front, middle and back office, as well as client reporting and performance measurement, and has led a number of large transformation programs, especially in the outsourcing space.

Andrew has over 25 years’ experience in financial services and compliance. After gaining experience in the asset management and life and pensions sectors, Andrew moved to the FSA to work on industry-wide thematic projects and the supervision of asset managers, wealth managers, platforms and distributors. Andrew joined Alpha in 2016 as Head of the Compliance & Regulatory Practice, responsible for helping Alpha’s clients to meet the regulators’ requirements. The team’s work includes assisting clients implement regulatory change, deliver ongoing investment compliance and maintain demonstrably effective governance and oversight, risk management and controls.

Bo is a Director of Alpha and Head of our benchmarking practice. Before joining Alpha, he was a senior member of the corporate strategy team at National Australia Group Europe. Prior to that Bo spent 10 years with Accenture and was a senior member of their financial services strategy practice. He has also worked as an independent consultant in the asset management industry. Bo holds an MBA from the Stockholm School of Economics.

Kevin joined Alpha in September 2017 and leads the UK Digital Practice. Kevin joined from PA Consulting where he was the partner leading the Digital work in the FS sector.

Kevin has 20 + year’s of experience of driving client and digital transformation across the Financial Services Sector. He has worked on both the client and consulting side, and has held senior leadership roles at Standard Life Aberdeen, GE Capital and Prudential. In addition, Kevin founded a boutique digital consulting firm which had a range of well-known clients.

Kevin holds an MBA and is a member of the Institute of Digital & Direct Marketing.

His consulting work over the last 15 years has covered Wealth and Investment operations, outsourcing, proposition development, supplier assessment, operating models, business case development and deal negotiations. Kenn is a regular conference speaker and commentator on topics such as the impact of Retail Distribution Review and Pension Freedoms on Wealth Managers.

Before joining Alpha Kenn led consulting teams with Grant Thornton, Navigant and Troika, having previously been a Director in Prudential’s UK Corporate Pensions business.

Marc is a Director at Alpha responsible for our Indexing and ETF Practice.

Marc has over 15 years of experience in the industry, the majority of that spent at Barclays Global Investors and Blackrock where he was a member of the pioneering team that launched the iShares ETF business in 2001. In 2015, Marc led the launch of BMO GAM’s ETF business and more recently built out the ETF dedicated consulting practice at KPMG. Marc is passionate about helping asset managers adapt to the significant changes underway in the industry and position their businesses for success.

Beth has over a decade of experience working in asset management, leading complex change programmes across the value chain with focus on operations and outsourcing.

She has a depth of experience supporting both asset manager and asset servicer clients with their strategic initiatives, including definition and implementation of front-to-back target operating models as a result of M&A, new product launches, insufficient investment, and has extensive experience leading multi-jurisdictional vendor selections.

Beth joined Alpha as an analyst in 2008 and holds a degree in neuroscience.

Alex has been with Alpha for 4 years, co-leading the Front Office Technology practice having spent over 17 years working with financial technology platforms.

He has worked as a solution architect across Asset Management, Investment Banks, and the LSE, most recently working at JPM AM before Alpha. This experience has covered many vendor packages and also running in house technology departments.

Alex holds a masters degree in Physics.

US

Joe is the Chief Executive Officer of Alpha FMC in the US. Prior to joining Alpha Joe held operations and technology leadership roles at Nuveen Investments and BNY Mellon Asset Management. Joe has also held executive management positions at several service provider and consulting firms. Joe has worked extensively across the US and Europe, consulting to a range of leading asset managers. He has a breadth of experience across all aspects of the asset management business ranging from major change programs to corporate strategy and operating model definition.

Matt joined Alpha in 2004 and he has led a diverse range of engagements at leading asset managers and major financial institutions in the US, the UK and throughout Europe. Matt has a depth of experience across the asset management value chain, with a particular focus around large transformation programs driven by M&A, operational outsourcing and strategic operating model development. Prior to Alpha, Matt worked at Accenture in the Capital Markets practice, and at Deutsche Asset Management.

Mike is a Director with Alpha US, based in the New York office. Mike is a trusted advisor to senior executives in the investment management industry, with a proven track record of successfully delivering complex projects in all areas of the value chain. He has particular responsibility for the development of Alpha’s Front Office Practice in North America, helping firms to design and implement optimized operating models to support their investment and trading teams.

Prior to this role Mike spent 5 years with Alpha UK. He is IMC qualified and holds a degree in Philosophy, Politics, and Economics from the University of Oxford.

Prior to joining Alpha, Tod was the Chief Operating Officer of Prudential PMG, a £180b asset management firm headquartered in the UK. His responsibilities covered technology, investment operations, business operations, and analytics and reporting. Tod was also responsible for large transformation programs, target operating model designs and implementations, and re-designed the investment processes for the multi-asset business.

Mike is a Director with Alpha US, based in the Boston office. He has over 18 years of experience working in senior roles at asset management firms and as a management consultant. He worked as a consultant with some of the industry’s largest firms, helping them identify and create entry strategies for new business opportunities, developing new operating models and evaluating and implementing new Digital tools in their distribution units.

Prior to his role at Alpha, Mike co-led Wellington Management Company’s Defined Contribution business and Fidelity Investment’s Hedge Fund business

Directors of the Board

The Board comprises five Directors: the Non-Executive Chairman, two Non-Executive Directors and two Executive Directors.

The Directors’ individual positions on the committees of the Board are indicated with the following key:

A: member of the Audit CommitteeN: member of the Nomination CommitteeR: member of the Renumeration Committee

Ken joined the Alpha Board in 2016, following almost 10 years as the Global Chief Operating Officer at Aberdeen Asset Management. He was appointed the Board’s Non-Executive Chairman in February 2018. Ken has over 27 years’ experience in financial services, and has considerable experience integrating acquisitions within the investment management industry. Ken has a strong technology and operations background, and has undertaken a number of transformational projects during his career. He directed the integration of many major acquisitions while at Aberdeen Asset Management, including assets acquired from Deutsche Asset Management, Credit Suisse Asset Management and Scottish Widows Investment Partners.

Ken keeps the skills to support and deliver the Group’s strategy up to date by maintaining a wide network of contacts within investment management globally. He regularly attends conferences and discussion forums to keep abreast of industry issues and meets with both clients and investors. He also advises on M&A strategy within the investment management industry.

N (Chair), R, A

Euan has served as Global Chief Executive Officer of Alpha since 2013. During this period, the business has increased EBITDA almost seven-fold, and he has led the Group through two private equity transitions and a public listing on the London Stock Exchange’s AIM in 2017. Euan was previously Chief Executive Officer of Alpha UK, starting in April 2011, where he established both Alpha’s M&A Integration and Operations & Outsourcing practices. He joined Alpha in 2004 and has over 20 years’ financial services experience, having worked at Merrill Lynch and KPMG, where he qualified as a chartered accountant.

Euan keeps the skills to support and deliver the Group’s strategy up to date through his role as Chief Executive Officer of a global consulting firm operating within the financial services sector. In this role, Euan has to understand and manage the interests of a range of stakeholders, including employees, clients, competitors and investors. Euan maintains a number of strong industry relationships that involve sharing of knowledge and perspectives.

N

John is a chartered accountant with 23 years of corporate finance, banking and audit experience. He joins from HSBC where he was a Director in the UK Mid-Market Advisory team (2007-12), the Corporate Origination team (2012-16) and latterly, the UK Banking team (2016-2018). Over his 11 year tenure he advised on a variety of M&A transactions and led loan financings for UK corporates. Prior to this he spent more than five years at MacArthur & Co. focusing on capital raisings including AIM IPOs. John started his career at KPMG, where he spent nearly seven years, working across financial services audit and risk management with exposure to financial reporting requirements, governance, risk & internal controls and systems’ implementation. He is a member of the Institute of Chartered Accountants of Scotland, graduated LLB (Hons) from the University of Aberdeen and holds an Executive MBA from the University of Bristol & École Nationale des Ponts & Chaussées, France. John joined Alpha in February 2018.

A

Penny joined the Alpha Board as a Non-Executive Director in February 2018, having previously held the roles of Managing Director and EMEA Head of Compliance at both Nomura International plc and UBS AG. Penny has a strong public markets and financial services background, with over 30 years’ experience in compliance, regulation, corporate finance and audit. She is also a chartered accountant and is currently Non-Executive Chairman of Plus500 Ltd and Non-Executive Director and Chair of Audit Committee for both Trufin plc and Team17 Group plc.

Penny keeps the skills to support and deliver the Group’s strategy up to date through her experience gained on other listed company boards, while also maintaining a wide network of contacts in financial services and regulation. She attends various conferences and events covering relevant industry and governance matters, and meets with a range of advisers and institutional investors in AIM and main market companies.

A (Chair), N

Nick has been a Non-Executive Director of Alpha since 2013. Nick has over 30 years’ consulting experience, including all aspects of the asset management business, with particular emphasis around addressing complex operations and IT issues. Nick has also worked extensively internationally, including in the US, Switzerland and the Netherlands. Nick founded Alpha in 2003, after 14 years at Accenture, where he was a senior partner and ran the UK asset management practice.

Nick keeps the skills to support and deliver the Group’s strategy up to date through an extensive network, which he has amassed after more than 30 years’ consulting to the asset and wealth management industry. He continues to meet with a wide array of clients, competitors and other service providers to the industry. As part of the AIM admission, Nick attended training regarding best practice for Non-Executive Directors of listed companies.

R (Chair), A

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